RESPONSIBILITIES

1. Customer Portfolio Management and Development:

• Managing the preferred customer portfolio, building a customer network, expanding relationships from existing customer portfolios to exploit and develop new preferred customers.
• Grouping, establishing priorities in accessing and caring for customers.
• Summarizing, analyzing, and identifying the outstanding characteristics of the managed portfolio.
• Identifying advisory opportunities & providing services for each customer group in the portfolio.
• Continuously updating information/data to enhance understanding of customer needs in the portfolio.
• Analyzing products/services that meet the needs of customers in the portfolio.

2. Advisory, Care, and Customer Experience Management:

• Directly receiving and processing customer transaction requests.
• Collecting, analyzing data and evaluating customer information to provide comprehensive financial solutions to meet customer needs.
• Designing suitable financial solutions, presenting and convincing customers.
• Understanding all features and pricing policies of products at the bank, comparing them with market products to identify competitive advantages.
• Acting as the main point of contact with customers, cooperating with other departments to meet customer needs, and resolving customer issues during transactions, product/service usage.
• Monitoring and continuously updating customers on new features, product/service policies, information, regulations impacting customer assets, updating information on services due (savings accounts, credit cards, etc.).
• Managing and preparing publications, gifts: welcoming new customers, sales support publications, gifts for holidays, customer birthdays, etc.
• Interacting regularly, caring for customers, conducting gift programs, exclusive programs suitable for the customer’s lifestyle as per bank regulations.
• Recording and responding to customer feedback on products/services and proposing solutions to improve service quality standards.

REQUIREMENTS

• Graduated from University majoring in: Banking/Finance/Business Administration…
• Have over 2 years of working experience in customer service and customer relations at financial institutions/banks/investment…
• Experienced in caring for and developing VIP and High-end customers.
• Priority is given to 1 year or more of experience in PRM positions at banking organizations.